PCM

Polaris Capital Management Portfolio holdings

AUM $1.5B
1-Year Est. Return 15.15%
This Quarter Est. Return
1 Year Est. Return
+15.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$716M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$7.89M
2 +$5.62M
3 +$4.77M
4
AMBA icon
Ambarella
AMBA
+$4.11M
5
BFH icon
Bread Financial
BFH
+$4.08M

Top Sells

1 +$11.9M
2 +$8.11M
3 +$1.64M
4
ELV icon
Elevance Health
ELV
+$1.41M
5
AGN
Allergan plc
AGN
+$1.34M

Sector Composition

1 Healthcare 23.14%
2 Technology 19.17%
3 Financials 16.95%
4 Communication Services 6.8%
5 Industrials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-255,000
102
-17,239